In Your 30s And 40s

Feel Confident in Your Financial Future

When you are confident in your financial future, you are able to enjoy life fully, like in this collage of photos of a couple uncorking champagne, mother and daughter doing yoga together, and a couple of men laughing while one gets licked on his cheek by a dog.

In your 30s and 40s, priorities look a lot different than they did in your 20s.

Responsibilities have grown, and you’re thinking about maximizing your compensation, paying for childcare, or getting a good deal on a mortgage. Whether you’re growing your wealth, growing your family, or both, it’s time to be more proactive with how you manage your money and investments.


Merriman has been truly phenomenal to work with.” –Kaylee McHugh, Client

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Where You Are

  • You’re busy running around trying not to drop any balls. You want to be a great partner, employee, parent, and friend. You try to read books and listen to podcasts but often end up getting snippets of advice from friends and family or your social media feed.
  • You realize you need to be talking to a certified professional who can point you in the right direction, even if it’s just figuring out how this relationship can help you and what the return on investment will look like.

Where You Could Be

  • You understand how working with an advisor can benefit your life and the world of possibilities that financial planning and wealth management can open up for you, your partner, and your family.
  • You feel prepared for the future—you’ve invested in your children by saving for college, are excited about buying a new home, have taken advantage of your compensation and benefits, aligned your 401(k) investments with your goals, and made sure your will and estate plan reflect your desires.

How We Get You There


Strategic investment management that encompasses all your assets, aligns with your goals and works to build your after-tax wealth


Consolidation of accounts and rolling over 401(k)s from previous jobs so all your money is working for you


Support in preparing an estate plan to take care of loved ones including wills, Powers of Attorney, and Healthcare Directives


Financial planning that informs your choices about balancing spending today with saving for the future


Recommendations for getting the most out of your compensation, stock options, and retirement plans


Comprehensive, unbiased recommendations for insurance coverage including life, disability, and property


Access to FDIC-insured high-yield savings accounts


Analysis of mortgage and other financing options for buying a new house


Education savings planning and investment advice

Take the step to set your family up with a strong financial plan like this young family meeting with Merriman’s Wealth Advisor in a bright and airy conference room.

Get where you’re going better, faster, and smarter with the right financial plan.

At Merriman, we provide you with information you can rely upon, so you feel supported and equipped to make wise decisions for your future. With us by your side, you’ll know how to get the most out of your money, time, and resources and make the most of your life.


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